Note: This article is courtesy of Iris.xyz
By Peggy Mengel
USA Today reported that many people suffer from “financial advisor anxiety” — nervousness that makes them reluctant to share the intimate and important details of their finances with an advisor.
What’s behind this anxiety? Fears that are so deep-rooted that it can take years before you get to fully know and understand your client. Since fears can keep your client from providing the right information to build a trusting relationship, another important question must be explored.